Personal Banker Associate I - Chapel Hill
Fifth Third Bank · Indianapolis, IN · 1 mo ago
SalesFull-time
We need to output HTML fragment with sections: headings for sections present: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections with real specific content.
We need to parse the posting.
Content:
- Intro: "Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank." This is generic marketing, maybe part of About the role? Could be considered description.
- "General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types."
That's description of role: could be About the role.
- Then "Essential Duties And Responsibilities" list bullet points (starting with "Use the consultative sales process..."). Those are responsibilities.
- Then "Supervisory Responsibilities None." That's maybe not needed.
- Then "Minimum Knowledge, Skills And Abilities Required" list: College degree or work experience providing transferrable skills, or combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
That's qualifications/requirements/skills.
- Then "Working Conditions Normal office environment.Extending viewing of computer screens.This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.Travel outside of the affiliate will be required for various classroom training sessions." That's maybe schedule? Not exactly schedule but working conditions. Could be Schedule? Not exactly. Could be omitted.
- Then "Personal Banker Associate I - Chapel Hill At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner."
That includes Benefits and Pay (salary range). It says base salary reflective of range, but no specific numbers. We should not create Pay section if not specific. The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does mention benefits and compensation offerings, but not specific details. It says "Our Total Rewards include comprehensive benefits and differentiated compensation offerings". That's vague but still states benefits exist. It also says "You can learn more about those programs on our ... benefits.html". That is a reference to benefits. So we could include a Benefits section with that description (but not invent details). However we must not include placeholder like "commensurate with experience". The text says "The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location." That's vague but still states that salary varies based on factors. It does not give a specific range or number. According to rule: never create Pay section unless posting actually states them. It does state that base salary is reflective of range, but not giving numbers. Is that enough? Probably not; they want actual numbers or explicit statement like "Salary: $X-$Y". Since it's vague, better to omit Pay section.
Benefits: they mention comprehensive benefits and differentiated compensation offerings, and link to benefits page. That's stating benefits exist. Could include Benefits section with that description.
Schedule: they mention travel requirements, scheduling flexibility, but not specific schedule like full-time, part-time, shift. Not explicit schedule. So omit Schedule.
Now we need sections: About the role (description), Responsibilities (list), Requirements (maybe combine Minimum Knowledge, Skills And Abilities Required), Qualifications (maybe education/experience), Skills (maybe separate). But we should prefer few substantive sections over many thin ones. Could combine Requirements and Qualifications into one section? But headings are prescribed: we can use any of those headings if we have content. We could have About the role, Responsibilities, Requirements (including knowledge, skills, abilities), Benefits. Possibly Skills separate if we have distinct skills list. The Minimum Knowledge, Skills And Abilities Required includes both knowledge, skills, abilities. Could treat as Requirements. Could also have Skills section for specific skills like sales, math, communication, NMLS registration. But to avoid many thin sections, we could have Requirements covering all.
Thus output:
for sections present: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections with real specific content.
We need to parse the posting.
Content:
- Intro: "Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank." This is generic marketing, maybe part of About the role? Could be considered description.
- "General Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types."
That's description of role: could be About the role.
- Then "Essential Duties And Responsibilities" list bullet points (starting with "Use the consultative sales process..."). Those are responsibilities.
- Then "Supervisory Responsibilities None." That's maybe not needed.
- Then "Minimum Knowledge, Skills And Abilities Required" list: College degree or work experience providing transferrable skills, or combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
That's qualifications/requirements/skills.
- Then "Working Conditions Normal office environment.Extending viewing of computer screens.This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.Travel outside of the affiliate will be required for various classroom training sessions." That's maybe schedule? Not exactly schedule but working conditions. Could be Schedule? Not exactly. Could be omitted.
- Then "Personal Banker Associate I - Chapel Hill At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner."
That includes Benefits and Pay (salary range). It says base salary reflective of range, but no specific numbers. We should not create Pay section if not specific. The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does mention benefits and compensation offerings, but not specific details. It says "Our Total Rewards include comprehensive benefits and differentiated compensation offerings". That's vague but still states benefits exist. It also says "You can learn more about those programs on our ... benefits.html". That is a reference to benefits. So we could include a Benefits section with that description (but not invent details). However we must not include placeholder like "commensurate with experience". The text says "The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location." That's vague but still states that salary varies based on factors. It does not give a specific range or number. According to rule: never create Pay section unless posting actually states them. It does state that base salary is reflective of range, but not giving numbers. Is that enough? Probably not; they want actual numbers or explicit statement like "Salary: $X-$Y". Since it's vague, better to omit Pay section.
Benefits: they mention comprehensive benefits and differentiated compensation offerings, and link to benefits page. That's stating benefits exist. Could include Benefits section with that description.
Schedule: they mention travel requirements, scheduling flexibility, but not specific schedule like full-time, part-time, shift. Not explicit schedule. So omit Schedule.
Now we need sections: About the role (description), Responsibilities (list), Requirements (maybe combine Minimum Knowledge, Skills And Abilities Required), Qualifications (maybe education/experience), Skills (maybe separate). But we should prefer few substantive sections over many thin ones. Could combine Requirements and Qualifications into one section? But headings are prescribed: we can use any of those headings if we have content. We could have About the role, Responsibilities, Requirements (including knowledge, skills, abilities), Benefits. Possibly Skills separate if we have distinct skills list. The Minimum Knowledge, Skills And Abilities Required includes both knowledge, skills, abilities. Could treat as Requirements. Could also have Skills section for specific skills like sales, math, communication, NMLS registration. But to avoid many thin sections, we could have Requirements covering all.
Thus output:
About the role
... (the general function paragraph)
Responsibilities
- Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
- Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
- Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
- Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
- Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
- Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
- Provide guidance to CSRs with respect to the sales and referral process.
- Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
- Act with confidence by answering customer questions and owning customer issues.
- Maintain a position of trust and responsibility by keeping all business confidential.
- Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
- Adhere to established policies and procedures while opening/servicing the full range of Retail products.
- Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
- Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
- Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
Requirements
- College degree or work experience providing transferrable skills, or combination of education and experience.
- Experience in the financial industry preferred.
- Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
- Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
- Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
- Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
- This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
Benefits
Our Total Rewards include comprehensive benefits and differentiated compensation offerings to support employees' physical, financial, emotional and social well-being. Details can be found on the Fifth Third Careers benefits page: https://www.53.com/content/fifth-third/en/careers/benefits.html.
We should not include location? The posting includes "LOCATION -- Indianapolis, Indiana 46214". That's substantive. Should we include it? It's not a heading but could be placed in About the role paragraph or a separate. Since we must preserve all substantive information, we should include location. Could add a
Location: Indianapolis, Indiana 46214
maybe under About the role or separate. Since we are not to create headings for minor metadata, we can fold into a short. Probably add a paragraph after About the role. Also there is a line: "Personal Banker Associate I - Chapel Hill". That seems like a title variant but location contradictory? Actually earlier location Indianapolis, then later "Personal Banker Associate I - Chapel Hill". Might be a mistake but we should preserve. Could treat as part of description? Might be a separate posting? The text includes "Personal Banker Associate I - Chapel Hill At Fifth Third, we understand the importance..." That seems like a generic benefits paragraph that maybe belongs to a different job but included. We should preserve it as is. It starts with "Personal Banker Associate I - Chapel Hill". That's a subtitle maybe. We could include that as a
before benefits paragraph. Thus after Responsibilities and Requirements, we could have a paragraph: "
Personal Banker Associate I - Chapel Hill At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other....
" Then benefits paragraph. But we already have benefits paragraph; we could combine. Let's restructure: About the role: includes general function and location. Responsibilities: list. Requirements: list. Benefits: includes the Personal Banker Associate I - Chapel Hill sentence and benefits description. We must not repeat job title as heading. Already not. Now ensure we removed boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application